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Graham

Is there an Uber or Amazon of wealth? Part 2

Looking at the decade ahead, who are the likely winners and losers in the wealth management industry as it adapts to technological innovations, with a particular focus on superannuation? (Plus see related video)

How zero coupon bonds became dingos and not koalas

Thirty years ago, at a time when Commonwealth Treasury still told Commonwealth Bank what to do, zero coupon bonds were launched, known as DINGOs. But it was the koalas that really got away.

Is Magellan's listed fund a game changer?

A new listed active managed fund is breaking ground with a structure designed to solve the shortcomings of existing listed investment options. It may not be the perfect product for everyone but others will follow.

Chris Bowen, Kevin Davis and regulators at CIFR Conference

The Centre for International Finance and Regulation (CIFR) recently hosted a conference on the Financial Systems Inquiry, and has just released videos of the sessions with many high profile speakers.

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Investment strategies

Howard Marks: AI is "terrifying" for jobs, and maybe markets too

The renowned investor says there’s no shortage of speculative investors chasing AI riches and there could be a lot of money lost in the process. His biggest warning goes to workers and the jobs which will be replaced by AI.

Property

The 3 biggest residential property myths

I am a professional real estate investor who hears a lot of opinions rather than facts from so-called experts on the topic of property. Here are the largest myths when it comes to Australia’s biggest asset class.

Retirement

Australia's retirement system works brilliantly for some - but not all

The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement. 

Retirement

Retirement affordability myths

Inflated retirement targets have driven people away from planning. This explores the gap between industry ideals and real savings, and why honest, achievable benchmarks matter. 

Retirement

Can you manage sequencing risk in retirement?

Sequencing risk can derail retirement, but you’re not powerless. Flexible withdrawals, investment choices and bucketing strategies can help retirees navigate unlucky markets and balance trade-offs.    

Retirement

Don’t rush to sell your home to fund aged care

Aged care rules have shifted. Selling the family home may no longer be the smartest option. This explains the capped means test, pension exemptions and new RAD exit fees reshaping the decision.

Shares

US market boom-bust cycles - where are we now?

This gives comprehensive data on more than 100 years of boom and bust cycles on the US stock market - how the market performed during these cycles, where the current AI uptick sits, and what the future may hold.

Property

A retail property niche offers a lot more upside

Retail real estate is outperforming as a cyclical upswing, robust demand and constrained supply drive renewed investor interest. This looks at the outlook and the continued rise of convenience assets. 

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